从商务部了解到，随着2026年消费品以旧换新加力实施，各地掀起了焕新潮。"新国补"实施首月， 消费品以旧换新惠及1613万人次，销售汽车、家电、数码和智能产品925.6亿元。目前，2026年消费品 以旧换新政策已经全面落地。"新国补"带来的真金白银优惠叠加春节大礼包，让消费者焕新热潮高涨。 ...

2026年2月4日晚间，长安汽车（000625）正式发布公告，宣布拟以10亿元至20亿元自有资金回购公司股份，其中A股回购金额不低于7亿元且不超过14 亿元，B股回购金额不低于3亿元且不超过6亿元。此次回购股份将全部用于减少公司注册资本，彰显了管理层对战略前景的坚定信心与对股东权益的深度守 护。 战略底气：新能源转型与全球化布局双轮驱动 根据最新披露的转型计划，长安汽车明确提出到2028年实现中国品牌累计销量4000万辆、2030年年产销目标500万辆，其中新能源占比60%，海外占比 35%，并跻身全球汽车品牌TOP10。这一战略蓝图背后，是其新能源持续突破，2025年销量达110.9万辆，同比增长51.1%；全球化布局提速，未来三年将投 放26款新品，覆盖140余个国家和地区。这种"技术+市场"双轮驱动的模式，为回购行动提供了坚实的业绩支撑。 市场信号：价值回归与股东利益深度绑定 本次回购发生于全球汽车产业向智能电动化深度转型的关键时期。长安汽车在公告中明确指出，此举是"基于对公司战略发展前景及内在价值的坚定信 心，积极维护公司价值及股东权益"。这也是植根于公司稳健经营基本面之上的长远考量，截至2025年三 ...

近期，多家车企先后推出"7年超长期低息"产品。记者实地走访多家车企直营门店，某国产品牌车 企工作人员告诉记者，旗下售价约为20万元的SUV车型，在零首付后，按贷款7年计算，月供约2700 元，总利息约为26000元，约为银行贷款利息的一半。不过，记者也了解到，此类贷款与传统银行贷款 有区别，部分车企7年贷款贷款需要还款满3年后，才能提前一次性全部还清。 ...

日前，悦达起亚公布2026年1月销量达16,201辆，同比增长3.2%；与此同时，1月整车生产17,500辆，同比增长14.1%，以"产销两旺"的增长势头，交出 了一份亮眼的开年答卷。 悦达起亚销量增长态势的背后，离不开"全国一口价"政策的推行落地。2026年开年，随着汽车"以旧换新"国补调整政策的发布，悦达起亚紧随其后推出 了2026款起亚奕跑和起亚K3"全国一口价"政策，以不分区域、不用议价、没有套路的透明购车模式，直击用户购车痛点，迅速激活市场需求，直接带动了 品牌整体销量的显著提升。数据显示，悦达起亚1月国内销量相比去年同期增长17.6%，明星车型2026款起亚奕跑的订单量也在短时间内实现大幅攀升，其1 月销量相比去年同期大增193%。 I == t套路 K3 近日，中国汽车流通协会联合汽车数据服务平台精真估发布了《2025年度中国汽车保值率研究报告》，起亚奕跑三年保值率依然高达57.25%，稳居合 资品牌第一、全系车型第二，进一步验证了消费者对其品质的认可与信赖。 | 排名 | 品牌 | 车系 | 三年保值率 | | --- | --- | --- | --- | | 1 | KM | 奕跑 | 5 ...

Core Insights - BMW Group announced its strategic plan for 2026 in Beijing, focusing on deepening its presence in the Chinese market and launching approximately 20 new or refreshed models across its three brands: BMW, MINI, and BMW Motorrad [1][4][5] Product Strategy - In 2026, BMW will introduce the new generation BMW iX3 long-wheelbase version, tailored for Chinese consumers, alongside multiple key product updates [1][4] - The BMW 3 Series, X3, 5 Series, and X5 will feature special editions for the Year of the Horse, reflecting consumer demand for personalized designs [4] - The electric MINI COOPER PAUL SMITH designer edition will showcase six unique color combinations, while the electric MINI JCW Monte Carlo Night 60th Anniversary Edition will pay tribute to its racing heritage [4] Innovation and R&D - BMW has established the largest R&D network outside Germany in China, with four innovation bases and three software companies to quickly respond to consumer needs [9] - The company plans to deploy its self-developed AI platform "Gaia" in 2025 to enhance operational efficiency and customer experience [9] - Collaborations with local suppliers like CATL and Alibaba aim to advance battery production and AI integration in vehicles [9] Manufacturing and Operations - BMW's Shenyang production base has seen investments exceeding 116 billion yuan since 2010, setting a benchmark for intelligent manufacturing [9] - The production of the new generation BMW iX3 long-wheelbase version has begun trial runs at the Tiexi plant, with preparations for the sixth-generation battery project underway [9] Strategic Focus - The year 2025 is viewed as a preparatory phase, while 2026 is expected to be a year of significant achievements and delivery of promises in the Chinese market [5][10] - BMW aims to enhance its operational resilience and adapt to market changes through a comprehensive industry chain layout [5][10]

Group 1 - In January, the domestic automotive market faced pressure due to a shift in consumption policies and seasonal factors, with SAIC Volkswagen achieving terminal sales of 89,600 units [1] - The main products of SAIC Volkswagen showed strong performance, with the Lavida family selling over 23,000 units, the Passat family nearly 21,000 units, and the Tiguan family over 21,000 units, all leading their respective segments with monthly sales exceeding 20,000 units [2] - The SAIC Volkswagen brand reached a cumulative sales milestone of 26 million units in January, becoming the first single brand in the domestic market to surpass this figure [2] Group 2 - In the luxury segment, SAIC Audi achieved terminal sales of 3,800 units in January, representing a year-on-year increase of 35.7% [6] - The Audi E5 Sportback, a key model, has won several prestigious awards, reinforcing its position in the luxury electric vehicle market [6][7] - The automotive industry is transitioning from scale expansion to high-quality development, with consumer purchasing decisions shifting from policy dependence to product value recognition [9] Group 3 - In 2026, SAIC Volkswagen plans to launch seven new energy models covering pure electric, plug-in hybrid, and range-extended technologies [12] - The Audi E7X, the second model under the Audi brand, will be officially unveiled at the Beijing Auto Show [12] - The ID. ERA 9X is set to begin mass production, having successfully completed winter testing, showcasing the company's strong R&D and technological capabilities [12][13]

Core Insights - BYD's commercial vehicle division has established itself as a leader in the electric vehicle sector, emphasizing the importance of being a pioneer in technology and market strategies [2][3] - The "14th Five-Year Plan" marks a critical transition for China's new energy vehicle industry, shifting from policy-driven to market-driven growth, with BYD focusing on comprehensive solutions for commercial vehicles [3][5] - BYD's strategic shift from a single electric focus to a dual approach of "pure electric + hybrid" is a significant development, exemplified by the launch of the T5DM hybrid light truck [5][10] Strategic Transformation - The transition during the "14th Five-Year Plan" has allowed BYD to solidify its foundation and expand its market presence, aiming to become a full-spectrum provider of new energy solutions for commercial vehicles [3][5] - The introduction of the T5DM hybrid light truck addresses market pain points such as range anxiety and the need for efficient fuel alternatives, leveraging BYD's established hybrid technology [5][10] - BYD's product matrix now includes a variety of vehicles, such as the T4 electric truck and C11 passenger bus, designed to meet diverse market needs and enhance operational efficiency [6][11] Technological Advancements - BYD has developed a robust technology system capable of operating in extreme conditions while also catering to large-scale market demands, showcasing a balance of strength and flexibility [7][8] - The company has implemented advanced technologies for cold weather performance, ensuring reliable operation in harsh environments, which is critical for market acceptance [8][10] - BYD's vertical integration and control over the supply chain enable it to offer competitive pricing, achieving "fuel-electric parity" for its hybrid vehicles [10][11] Market Position and Future Outlook - BYD's global sales reached 57,013 units in the past year, with significant contributions from both buses and trucks, highlighting its expanding footprint across over 400 cities worldwide [16] - The company aims to transition from product output to establishing technical standards and value output in the global market, enhancing its competitive edge [12][14] - BYD's potential to define global standards in hybrid commercial vehicles and reshape business models through data-driven solutions positions it as a key player in the future of the industry [14][16]

安全是长安汽车的核心价值观与战略基石。从国内首次公开多场景碰撞试验，到率先取得全国首块L3级自动驾驶专用正式号牌，长安汽车在安全技术领域 的探索从未停歇。2025年9月，长安汽车发布"天枢智能"智能化品牌，将安全提升为企业核心战略，构建起覆盖多领域的全场景安全技术体系，致力于提 供"全周期、全场景、全方位"的安全出行解决方案。 2月5日，中国北部极寒之地牙克石气温降至零下30℃，这片被誉为"新能源汽车极寒试炼场"的冰雪试验场上，长安汽车天枢智能新安全成果发布暨钠电战略 全球发布会启幕，2026全球炼车季首站同步开启。活动中，全球首款钠电池量产乘用车正式落地长安，标志着中国汽车品牌在智能安全技术与新能源电池领 域实现双重突破，为全球新能源汽车行业发展提供"中国方案"，正式开启钠锂"双星闪耀"的全新产业格局。 当前，全球新能源汽车市场加速迈向高质量发展，冬季续航打折、冰雪路况失控、电池安全隐患等行业痛点亟待破解。作为中国汽车产业领军企业，长安汽 车深耕技术创新二十余载，此次在极寒环境中集中发布的天枢智能新安全成果与钠电战略，正是针对行业痛点的系统性解决方案，彰显中国品牌技术自信， 推动全球新能源汽车产业向更安全、 ...

"我们不仅是产业链上的商业伙伴，更是同呼吸共命运的战友。"在东风股份2026年供应商大会上，东风股份总经理段仁民对供应商伙伴说，面向"十 五五"，东风股份设定了到2030年总销量达36万辆、新能源销量与品牌价值双双问鼎行业榜首的宏伟目标。实现这一目标，必须依托一个强大、可靠、充 满创新活力的供应链体系作为核心支撑。 深度协同，从供应到"共生"的价值革新 东风股份与湖北三环车桥签署战略合作协议 1月30日，东风股份与湖北三环车桥有限公司正式签署战略合作协议，标志着双方在核心零部件领域的合作进入全新阶段。此次合作是东风股份供应 链战略布局的重要一步，更是其深化"十五五"规划、全面提升供应链体系竞争力的关键举措。在汽车产业向新能源、智能化加速转型的背景下，东风股份 正通过与优质供应商的深度协同，构建安全、韧性、可持续的供应链生态，为产品品质与品牌价值注入强劲动能。 战略携手，共筑协同发展新高地 与湖北三环车桥的战略合作，是东风股份供应链关系从"采购合作"向"战略共赢、价值共生"转型升级的缩影。依托"资源共享、优势互补、互惠互 利、生态共建"的核心原则，东风股份正联动全行业优质伙伴，持续优化产品矩阵，构建模块化、标准 ...

当然，纯电版A4何时推出还要打一个问号。奥迪原计划2028年左右推出这款车，但在高德诺的领导下，奥迪已经调整了电动化节奏。2025年，奥迪 方面表示，未来7至10年内将继续开发和销售燃油车、插混车及纯电动车，并放弃了2033年全面停止燃油车生产的原计划。 奥迪曾制定了一项宏大的命名规划：燃油车（汽油、柴油版）采用奇数标识，纯电动车则使用偶数标识。也正因这一规则，奥迪此前将经典燃油车 A4更名为A5。不过，近日，据外媒《Drive》报道，奥迪全球CEO高德诺（GernotDöllner）公开承认，将品牌旗下知名度最高的车型之一A4更名为A5是一 个错误决策。他暗示该车型将在下一次改款中回归A4命名。 这套命名新规于2023年由时任奥迪CEO马库斯·杜斯曼主导落地，规则明确奇数数字专属燃油车型、偶数数字划归电动车型。这一规划尚未完全落地 便戛然而止，却已对品牌一款核心车型的命名造成影响，即长期在售的A4三厢轿车和旅行车不得不更名为A5，而A5这一名称此前一直用于轿跑和掀背车 型。 从市场反馈来看，这一调整，不仅让购车者感到困惑，也让销售人员倍感棘手，不得不一次次解释"为啥A5其实是以前的A4"。A4更名为A5后销 ...